Janney Montgomery Scott’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-82,120
| Closed | -$858K | – | 2855 |
|
|
2024
Q3 | $858K | Buy |
+82,120
| New | +$858K | ﹤0.01% | 1611 |
|
|
2021
Q2 | – | Sell |
-7,111
| Closed | -$318K | – | 2307 |
|
|
2021
Q1 | $318K | Sell |
7,111
-3,762
| -35% | -$168K | ﹤0.01% | 1823 |
|
|
2020
Q4 | $375K | Buy |
+10,873
| New | +$375K | ﹤0.01% | 1743 |
|